This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$0Item 5.F on the latest filing (2026-07-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

1

Employees

3

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

0

SEC number

801-107791

CRD

283781

Filings on the tape

34

First filed

Apr 29, 2016

Latest filed

Jul 29, 2026

Organised

Corporation, DE

• Occurred

  Apr 29, 2016
  First Form ADV filing

  Plan Confidence Corporation filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:84d808f0-193d-cd28-3de3-abe00cde27f7

First observed

Apr 29, 2016

Last observed

Jul 29, 2026 52 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.